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X @The Economist
The Economist· 2025-07-01 03:03
Robots are working alongside human masons on Dutch building sites. We profile Monumental on our latest episode of “Boss Class” https://t.co/ZN5CZfLfpM ...
X @Herbert Ong
Herbert Ong· 2025-07-01 02:26
🚨 "Over time we will have robots that will do delivery and transportation," says Amazon CEO Andy JassyJassy just gave a big update, covering AI, drone delivery, AWS, rural logistics, Alexa Plus & Project Kuiper!$AMZN comeback is real, and they’re betting big on the future! 🔥 ...
定制车卡位Robotaxi,剖析曹操出行的长期主义
Tai Mei Ti A P P· 2025-07-01 02:12
Core Viewpoint - Caocao Mobility has officially listed on the Hong Kong Stock Exchange, becoming the largest technology mobility platform in the market, backed by major industry players like Mercedes-Benz and Guoxuan High-Tech, which highlights its differentiated value proposition in the customized vehicle ecosystem and Robotaxi strategy [1][3]. Market Dynamics and Industry Challenges - Despite the initial stock price volatility post-listing, the overall market sentiment and profitability expectations in the mobility sector have influenced this fluctuation [3][4]. - The Hang Seng Tech Index has experienced a downturn since mid-March 2023, impacting investor sentiment and market performance [3]. - The Chinese mobility market is projected to grow from 6.895 trillion yuan in 2022 to 8 trillion yuan in 2024, with a compound annual growth rate of 5.4% from 2025 to 2029, yet challenges such as "economies of scale" and high fixed costs persist [4][5]. Business Model and Competitive Advantage - Caocao Mobility is leveraging its integration with Geely Group to build a customized vehicle ecosystem, which is expected to enhance its long-term value proposition [5][7]. - The company has developed two customized vehicles, the Maple Leaf 80V and Caocao 60, which focus on cost efficiency and passenger experience, leading to a significant reduction in total cost of ownership (TCO) by 36.4% compared to typical electric vehicles [7][8]. - The average gross margin is projected to improve from 5.8% in 2023 to 8.5% in Q1 2025, driven by the increasing share of customized vehicle orders [7][10]. Driver and User Engagement - Caocao Mobility has successfully increased driver earnings, with average hourly income rising from 30.9 yuan in 2022 to 35.7 yuan in 2024, outperforming industry averages [9]. - The company has been recognized for its service quality, achieving a significantly lower accident rate compared to industry norms, which enhances user retention and loyalty [9]. Future Growth and Strategic Focus - The company plans to allocate 48% of its IPO proceeds towards upgrading customized vehicles, developing Robotaxi technology, and expanding geographically, indicating a strategic focus on creating a closed-loop ecosystem of customized vehicles, autonomous driving, and mobility services [10][11]. - The anticipated growth of the Robotaxi market in China, projected to reach a trillion yuan by 2030, positions Caocao Mobility favorably for future expansion and valuation enhancement [10][11].
X @TechCrunch
TechCrunch· 2025-07-01 01:45
ChatGPT: Everything you need to know about the AI chatbot https://t.co/OlIwMZmNaP ...
AI will change the workforce, says Amazon CEO Andy Jassy
CNBC Television· 2025-06-30 23:58
Much, much more material to cover, so let's get right back into it. I'm loving Alexa Plus, and I think Alexa Plus could end up being in a humanoid form. When can I buy a robot from Amazon.>> Well, we've had a consumer robot that we've been offering for a bit, which we started a couple of years ago, but it's still so primitive compared to where it's going to be. I do believe that I think that many, perhaps most consumers will have robots in the home sometime in the next ten years or so. You do. I do. And I d ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-06-30 23:03
Humanoid robot will be the largest product ever to launch. The rate of improvement is insane https://t.co/T2ESEi59GG ...
X @TechCrunch
TechCrunch· 2025-06-30 21:09
Technology & Innovation - Tesla promotes its robotaxi technology by sending a driverless Model Y from the factory to a customer [1]
X @Herbert Ong
Herbert Ong· 2025-06-30 20:48
Robotics & Automation - Tesla's Optimus robot aims to automate boring, repetitive, or unsafe tasks at work and home [1] - The goal is to free up human time for more impactful work [1]
X @Cointelegraph
Cointelegraph· 2025-06-30 19:40
🤖 NEW: Elon Musk says Neuralink users will eventually control a full Tesla Optimus robot remotely including full-body movement and sensors. https://t.co/UzBY8zJKgF ...
BlackRock's Rieder Says Sell the Volatility
Bloomberg Television· 2025-06-30 17:51
Let's set the scene. We talk about the first half of 2025. At the start of the year, the ten year yield was at 4.56%.It rose to 4.8% shortly before Donald Trump took office. After Liberation Day, it sunk to 3.86%. Now we're stuck at around 4.27%.That's a pretty wide range and it feels like everything has been priced in at some point during this year. What's not priced in. So what's nice about it so far, by the way.I'd say a couple of things. By the way, the best return opportunity this year across debt and ...